Sunbelt Securities’s iShares US Financial Services ETF IYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $630K | Buy |
8,103
+7,081
| +693% | +$551K | 0.06% | 299 |
|
|
2025
Q1 | $80.3K | Sell |
1,022
-7,081
| -87% | -$556K | 0.01% | 783 |
|
|
2024
Q4 | $630K | Sell |
8,103
-1,422
| -15% | -$111K | 0.06% | 299 |
|
|
2024
Q3 | $676K | Buy |
9,525
+12
| +0.1% | +$852 | 0.07% | 279 |
|
|
2024
Q2 | $620K | Sell |
9,513
-4
| -0% | -$261 | 0.06% | 285 |
|
|
2024
Q1 | $631K | Sell |
9,517
-1,250
| -12% | -$82.9K | 0.07% | 266 |
|
|
2023
Q4 | $643K | Sell |
10,767
-636
| -6% | -$38K | 0.08% | 253 |
|
|
2023
Q3 | $588K | Sell |
11,403
-147
| -1% | -$7.58K | 0.08% | 248 |
|
|
2023
Q2 | $608K | Sell |
11,550
-1,116
| -9% | -$58.8K | 0.09% | 246 |
|
|
2023
Q1 | $630K | Sell |
12,666
-141
| -1% | -$7.01K | 0.1% | 222 |
|
|
2022
Q4 | $672K | Buy |
12,807
+102
| +0.8% | +$5.36K | 0.13% | 191 |
|
|
2022
Q3 | $598K | Buy |
12,705
+225
| +2% | +$10.6K | 0.13% | 203 |
|
|
2022
Q2 | $617K | Sell |
12,480
-3
| -0% | -$148 | 0.13% | 200 |
|
|
2022
Q1 | $768K | Sell |
12,483
-294
| -2% | -$18.1K | 0.14% | 184 |
|
|
2021
Q4 | $851K | Buy |
12,777
+4,491
| +54% | +$299K | 0.14% | 175 |
|
|
2021
Q3 | $508K | Hold |
8,286
| – | – | 0.09% | 249 |
|
|
2021
Q2 | $508K | Buy |
8,286
+2,682
| +48% | +$164K | 0.09% | 249 |
|
|
2021
Q1 | $320K | Buy |
+5,604
| New | +$320K | 0.06% | 321 |
|